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116 hedge funds and large institutions have $72.9M invested in Geron in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $534K | Put options by funds: $385K

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

1% less funds holding

Funds holding: 117116 (-1)

0.93% less ownership

Funds ownership: 31.52%30.6% (-0.93%)

15% less capital invested

Capital invested by funds: $85.6M → $72.9M (-$12.7M)

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
32
Reduced
29
Closed
13
Calls
$534K
Puts
$385K
Net Calls
+$149K
Net Calls Change
+$310K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$18.6M +$92.6K +75,664 +0.5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$16M -$2.61M -2,130,300 -14%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.3M +$545K +445,044 +4%
State Street
4
State Street
Massachusetts
$4.44M +$115K +94,091 +3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.26M +$322K +263,353 +11%
Northern Trust
6
Northern Trust
Illinois
$2.73M +$128K +104,281 +5%
Two Sigma Investments
7
Two Sigma Investments
New York
$1.9M +$832K +679,373 +74%
Charles Schwab
8
Charles Schwab
California
$1.44M +$22.8K +18,656 +2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$998K +$28.8K +23,515 +3%
N
10
Nuveen
North Carolina
$824K -$691 -564 -0.1%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$796K +$764K +624,146 +1,404%
Bank of America
12
Bank of America
North Carolina
$724K -$643K -525,100 -46%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$573K -$43K -35,083 -7%
Swiss National Bank
14
Swiss National Bank
Switzerland
$461K +$32.7K +26,700 +7%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$402K
RhumbLine Advisers
16
RhumbLine Advisers
Massachusetts
$356K +$25.1K +20,505 +7%
Citadel Advisors
17
Citadel Advisors
Florida
$355K +$47.1K +38,438 +15%
California State Teachers Retirement System (CalSTRS)
18
California State Teachers Retirement System (CalSTRS)
California
$341K +$4.04K +3,298 +1%
State of Wisconsin Investment Board
19
State of Wisconsin Investment Board
Wisconsin
$340K +$32.6K +26,600 +10%
Goldman Sachs
20
Goldman Sachs
New York
$330K -$110K -89,552 -24%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$323K +$26.9K +22,000 +9%
BCM
22
Bridgeway Capital Management
Texas
$312K
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$288K +$72K +58,800 +32%
VEA
24
Virtus ETF Advisers
New York
$285K -$42.8K -34,960 -13%
AllianceBernstein
25
AllianceBernstein
Tennessee
$274K +$50.4K +41,200 +22%

GERN Hedge Fund Activity: Q1 2020 in Review

116 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q1 2020, worth a combined $72.9M — down 15% from $85.6M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new GERN positions and 13 closed out — a net gain of 2 holders — while 32 added to existing stakes and 29 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $832K. The largest seller was Fidelity Investments, cutting an estimated $2.61M.

  • 116 institutional investors held Geron (GERN) as of Q1 2020, down from 117 in Q4 2019.
  • Funds reported $72.9M of Geron stock for Q1 2020, down 15% quarter-over-quarter.
  • 15 funds opened new Geron positions in Q1 2020 and 13 closed out, a net change of +2 holders.
  • The largest Geron buyer in Q1 2020 was Two Sigma Investments, an estimated $832K added.
  • The largest Geron seller in Q1 2020 was Fidelity Investments, an estimated $2.61M sold.

Based on aggregated 13F filings for Q1 2020.